o Ensure the Business Unit operates efficiently and effectively in supporting client needs.
o Ensure that relationships between Producers and Associates are cooperative and productive.
o Coordinate team assignments with Strategic Lead for servicing of new clients.
o Maintain client book as determined by the CID Operations Leader.
o Responsible for assigning Unit workload and monitoring new business capacity to ensure associates are performing at an optimal level.
o Designate individual responsibility and establish scope of authority within the Unit for the accomplishment of Unit and Lockton objectives.
o Recommend organizational structure, processes, staffing, and other resources for the Unit to support growth and strategic objectives. Assist Operations Lead in preparing annual operational and staffing budget.
o Assess and develop associate productivity, effectiveness, and performance. Hold associates accountable through established performance objectives, training, education, coaching, and mentoring.
o Responsible for succession planning and ensure that associates with growth potential are identified as candidates for development.
o Participate in the recruitment of associates to the Unit and manage the interview and hiring process.
o Lead regular Unit and specialized group meetings.
o Drive efficiency through adherence to best practices
o Serves as the Unit point of contact for implementation of national initiatives, procedures and standards for quality client service, document management (e-filing, records retention, etc.), as well as new service offerings.
o Understand best practices and workplace technology. Work with other Unit Directors to ensure both are used efficiently and effectively.
o Attend management and leadership strategic meetings.
o Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
o Protect the confidentiality of information learned by performing the duties of the position.
o Comply with Lockton procedures and policies.
o Responsible for maintaining associate turnover within Unit at an acceptable level whether voluntary or involuntary.
o Perform other work-related duties as assigned.